Best Investors
Account
Sign in
18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-11-12 |
Branch Locations
2501 Ridgmar Plaza Suite 99, Fort Worth, TX 76116 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Royal Alliance Associates | Fort Worth | TX | 09/2016 | 05/2018 |
| Korn Ferry Futurestep | Fort Worth | TX | 11/2015 | 09/2016 |
| Royal Alliance Associates | Fort Worth | TX | 05/2018 | 12/2018 |
| Royal Alliance Associates | Fort Worth | TX | 12/2018 | Present |
1. TRC ADVISORY & WEALTH MANAGEMENT POSITION: Insurance Producer NATURE: Insurance Agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 12/03/2019 ADDRESS: 2501 Ridgmar Plaza, #99, Fort Worth TX 76116, United States DESCRIPTION: Provide insurance solutions to clients based on needs and objectives and overall wealth management considerations.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-11-09 |
Reach out to this advisor